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Schneider National Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.120 |
| EPS Surprise | 9.09% |
| Revenue estimate | 1.42B |
| Revenue actual | 1.399B |
| Revenue Surprise | -1.50% |
| Release date | Jan 29, 2026 |
| EPS estimate | $0.210 |
| EPS actual | $0.130 |
| EPS Surprise | -38.10% |
| Revenue estimate | 1.453B |
| Revenue actual | 1.4B |
| Revenue Surprise | -3.68% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.205 |
| EPS actual | $0.120 |
| EPS Surprise | -41.46% |
| Revenue estimate | 1.433B |
| Revenue actual | 1.452B |
| Revenue Surprise | 1.37% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.210 |
| EPS actual | $0.210 |
| Revenue estimate | 1.441B |
| Revenue actual | 1.421B |
| Revenue Surprise | -1.39% |
Last 4 Quarters for Schneider National
Below you can see how SNDR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $24.45 |
| EPS estimate | $0.210 |
| EPS actual | $0.210 |
| Date | Price |
|---|---|
| Jul 25, 2025 | $26.03 |
| Jul 28, 2025 | $25.75 |
| Jul 29, 2025 | $25.27 |
| Jul 30, 2025 | $24.51 |
| Jul 31, 2025 | $24.45 |
| Aug 01, 2025 | $24.09 |
| Aug 04, 2025 | $24.38 |
| Aug 05, 2025 | $24.76 |
| Aug 06, 2025 | $24.84 |
| 4 days before | -6.07% |
| 4 days after | 1.60% |
| On release day | -1.47% |
| Change in period | -4.57% |
| Release date | Oct 30, 2025 |
| Price on release | $20.25 |
| EPS estimate | $0.205 |
| EPS actual | $0.120 |
| EPS surprise | -41.46% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $22.89 |
| Oct 27, 2025 | $23.03 |
| Oct 28, 2025 | $22.70 |
| Oct 29, 2025 | $22.63 |
| Oct 30, 2025 | $20.25 |
| Oct 31, 2025 | $21.37 |
| Nov 03, 2025 | $21.38 |
| Nov 04, 2025 | $21.92 |
| Nov 05, 2025 | $22.37 |
| 4 days before | -11.53% |
| 4 days after | 10.47% |
| On release day | 5.53% |
| Change in period | -2.27% |
| Release date | Jan 29, 2026 |
| Price on release | $29.71 |
| EPS estimate | $0.210 |
| EPS actual | $0.130 |
| EPS surprise | -38.10% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $29.98 |
| Jan 26, 2026 | $29.92 |
| Jan 27, 2026 | $29.55 |
| Jan 28, 2026 | $30.21 |
| Jan 29, 2026 | $29.71 |
| Jan 30, 2026 | $26.84 |
| Feb 02, 2026 | $28.58 |
| Feb 03, 2026 | $29.34 |
| Feb 04, 2026 | $30.32 |
| 4 days before | -0.90% |
| 4 days after | 2.05% |
| On release day | -9.66% |
| Change in period | 1.13% |
| Release date | Apr 30, 2026 |
| Price on release | $31.09 |
| EPS estimate | $0.110 |
| EPS actual | $0.120 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $30.28 |
| Apr 27, 2026 | $30.56 |
| Apr 28, 2026 | $30.85 |
| Apr 29, 2026 | $30.37 |
| Apr 30, 2026 | $31.09 |
| May 01, 2026 | $31.47 |
| May 04, 2026 | $29.96 |
| May 05, 2026 | $30.03 |
| May 06, 2026 | $30.90 |
| 4 days before | 2.68% |
| 4 days after | -0.611% |
| On release day | 1.22% |
| Change in period | 2.05% |
Schneider National Earnings Call Transcript Summary of Q1 2026
Schneider reported a mixed but constructive Q1 2026: revenues (ex-fuel) were roughly flat at $1.2B, adjusted operating income fell 21% to $35M, and adjusted EPS was $0.12 (vs. $0.16). Management attributes headwinds to disruptive winter weather and fuel volatility but emphasizes accelerating structural supply rationalization in the market (regulatory enforcement and driver attrition) that is tightening capacity and supporting rate recovery. Operational highlights include a 7% year-over-year increase in Network revenue per truck per week (driven largely by productivity), an eighth consecutive quarter of Intermodal load growth (with double-digit Mexico growth), continued Logistics recovery driven by higher net revenue per order and productivity gains, and progress on $40M+ cost-savings initiatives and AI-driven productivity programs. Balance sheet is strong (net leverage ~0.3x, $228M cash), with net CapEx of $45M in Q1 and full-year CapEx guidance unchanged at $400–450M. Management is maintaining 2026 EPS guidance of $0.70–$1.00, emphasizing that demand remains the primary swing factor while they continue to execute on pricing, cost control, and capital efficiency. Leadership transition: CEO Mark Rourke will move to Executive Chairman and Jim Filter becomes President & CEO in July.
